称，已下架BBC标记的六家企业内容。这些企业声称在英格兰经营，但实际从亚洲发货廉价商品，同 时还强调禁止欺诈行为。（IT之家） 更多AIGC资讯…… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【北京AI产业规模今年将超4500亿元】11月29日，北京市科学技术委员会、中关村科技园区管委 会正式发布《北京人工智能产业白皮书（2025）》（以下简称"《白皮书》"）。《白皮书》数据显 示，2025年上半年，北京全市人工智能核心产业规模2152.2亿元，同比增长25.3%。初步估算 2025年全年，产业规模有望超过4500亿元。（环球网） 2.【但斌：AI行业可能会更加垄断 谷歌、英伟达市值可能会达到十万亿美金】11月28日，2025分析 师大会举行，东方港湾董事长但斌表示，AI的竞争很可能是更加垄断的商业模式的竞争，其实，过去 经历的互联网、移动互联网时代，可到看到商业模式比较集中的原因。而人工智能AI Agent时代，很 可能让全世界的市场都被几家公司所控制，它们的市值最后可能大得不可思议，今天看起来不仅是英 伟达市值可能会超过十万亿，很可能 ...

英伟达反击"大空头"言论；百度新设两大AI部门。 DeepSeek开源首个奥数金牌水平的模型 11月27日晚，DeepSeek悄悄地在Hugging Face 上开源了一个新模型：DeepSeek-Math-V2。这是一个数学 方面的模型，也是目前行业首个达到IMO（国际奥林匹克数学竞赛）金牌水平且开源的模型。在同步发 布的技术论文中，DeepSeek表示，Math-V2的部分性能优于谷歌旗下的Gemini DeepThink，并展示了模 型在IMO-ProofBench基准以及近期数学竞赛上的表现。 点评:行业头部厂商的模型已经又迭代了一轮，11月，先是OpenAI发布了GPT-5.1，几天后xAI发布Grok 4.1，就在上周谷歌发布了Gemini 3系列引爆AI圈，"也该轮到DeepSeek出牌了"。不过，更受外界关注的 仍然是，DeepSeek的旗舰模型到底什么时候更新，行业期待"鲸鱼"的下一个动作。 前OpenAI 联创：AI规模扩展时代已终结 11 月 26 日，Safe Superintelligence（SSI）CEO伊利亚·苏茨克维（Ilya Sutskever）访谈在AI圈刷屏，这 次访谈 ...

RT Lighter (@Lighter_xyz)Will Black Friday be green or red?Trade these new equity perps at 10X leverage to find out: $AAPL, $AMZN, $MSFT, $GOOGL, $META. https://t.co/bEeDxqiBkw ...

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by earnings reports, retail hype, AI developments, and corporate news [1] Walmart Inc. (NYSE:WMT) - Walmart's Black Friday event commenced online on November 25, with early access for Walmart+ members starting on November 24, featuring substantial discounts on various products [6] - The stock is trading around $109 to $111 per share, reflecting a year-to-date increase of 21.22% and a 17.95% rise over the year [7] Alibaba Group Holding Ltd. (NYSE:BABA) - Alibaba reported second-quarter results on November 25, with a revenue increase of 5% to $34.81 billion, driven by a 34% growth in cloud services [7] - Following news of the Pentagon considering adding Alibaba to a list of Chinese military-linked firms, some retail investors began to sell off BABA shares [7] Alphabet Inc. (NASDAQ:GOOG) - GOOG shares surged due to AI-driven growth, with the company approaching a historic $4 trillion valuation [11] - The stock is trading around $157 to $160 per share, with an 85.52% increase year-to-date and an 80.38% rise over the year [11] Meta Platforms Inc. (NASDAQ:META) - META shares rebounded amid optimism surrounding AI trading and analyst upgrades, despite facing allegations regarding internal research on social media's impact on youth [15] - The stock is trading around $633 to $635 per share, with a year-to-date increase of 5.74% and a 10.32% rise over the year [16] Nvidia Corp. (NASDAQ:NVDA) - NVDA shares initially dipped due to reports of Meta's potential multi-billion-dollar deal with Google for data centers, but the CEO asserted that NVIDIA remains ahead in technology [16] - The stock is trading around $320 to $322 per share, reflecting a year-to-date increase of 68.01% and an 87.86% rise over the year [16] Market Overview - Retail focus has combined meme-driven narratives with earnings outlooks and corporate news, contributing to positive market action in the S&P 500, Dow Jones, and Nasdaq [19]

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently talked about. Cramer highlighted his regret on selling the stock for the Charitable Trust, as he stated: “We sold Google for the Charitable Trust at a considerable gain, but we left a darn double on the table. I thought Google would be hobbled by antitrust woes and the judge who seemed bent on punishing it as a monopolist. Instead, the judge changed his mind and blessed the company, including the $20 billion payment to Apple to be the s ...

Berkshire Hathaway holds Alphabet and Amazon in its portfolio.Warren Buffett might just be the greatest investor of all time. Between 1964 and 2024, Buffett's investment conglomerate, Berkshire Hathaway, generated an overall gain of 5,502,284% compared to the S&P 500's 39,054% appreciation.With such an epic performance, I think it's fair to say that when Buffett picks a stock for his portfolio, it's probably a good idea to try and understand what the Oracle of Omaha sees. While Berkshire has always limited ...

Core Viewpoint - Alphabet's stock has experienced a significant rally, but technical indicators suggest a potential cooldown due to overbought conditions [1][3]. Stock Performance - As of November 29, 2025, Alphabet's stock price has increased by over 16% in the past month, reaching $320 [1]. - The 14-day relative strength index (RSI) stands at 73.73, indicating overbought territory [1]. Historical Context - Historically, RSI levels above 70 have often signaled potential reversals, with stocks likely to face pullbacks or corrections in subsequent weeks [3]. Reasons for Rally - The launch of Gemini 3, Alphabet's new AI model, has generated significant investor interest due to its advanced capabilities [4]. - Gemini 3's integration across Google Search, Google Cloud, and productivity tools is expected to drive strong AI-driven revenue growth [5]. - Berkshire Hathaway's $4.9 billion stake in Alphabet has bolstered investor confidence and provided a strong endorsement of the company's long-term prospects [5]. Market Sentiment - Favorable broader market sentiment, including rising expectations for Federal Reserve interest rate cuts, has contributed to renewed interest in growth stocks like Alphabet [6].

Key TakeawaysAlphabet (GOOGL, GOOG) is reportedly among the most overbought stocks on Wall Street, signaling potential market caution for investors.Geopolitical conflicts continue to escalate, with the Sudanese Army advancing and shelling sites in Kordofan, and the Ukrainian Army targeting Russian refineries, offshore platforms, and an aircraft repair factory.Former President Donald J. Trump issued statements via Truth Social regarding the closure of Venezuelan airspace and the economic benefits of tariffs. ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - The release of ChatGPT has significantly transformed the corporate landscape and investor sentiment, marking a notable shift in stock prices and operational workflows [1][2][3] - The economy is increasingly K-shaped, highlighting a growing divide between financial haves and have-nots, both in corporate and consumer sectors [2] - ChatGPT catalyzed a technological boom, reversing a challenging market environment that had persisted since the financial crisis [3] Market Context - The S&P 500 index experienced a 25% decline from its record high at the beginning of 2022, hitting its lowest point in October 2022 before rebounding nearly 13% by the time ChatGPT was released [5] - In late 2022, inflation was high, and the Federal Reserve was raising interest rates aggressively, impacting tech stocks that had previously thrived during the pandemic [6] - Major tech companies saw significant stock declines in 2022, with Nvidia down almost 70%, Apple down nearly 30%, and Amazon shares halved [7] Company Valuation - OpenAI's valuation skyrocketed from $14 billion before the release of ChatGPT to $500 billion today, positioning it among the world's most valuable companies [9]